Listware for Excel:MatchUp Tutorial - Revision history

Admin at 23:39, 27 December 2019

2019-12-27T23:39:13Z

← Older revision		Revision as of 23:39, 27 December 2019
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	Choose if you will match records and which '''Matching Logic''' to use.		Choose if you will match records and which '''Matching Logic''' to use.

	For more information on Melissa Data Credits, please see [~~http~~://www.~~melissadata~~.com/~~dqt~~/~~credit-summary.htm~~ Credit Costs].		For more information on Melissa Data Credits, please see [https://www.melissa.com/pricing/listware Credit Costs].

	[[File:LWE_MatchUp_Tutorial_Options.png\|link=]]		[[File:LWE_MatchUp_Tutorial_Options.png\|link=]]

Admin at 19:16, 16 December 2016

2016-12-16T19:16:48Z

← Older revision		Revision as of 19:16, 16 December 2016
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	{{CustomTOC}}		{{CustomTOC}}

	After you install Listware and set your ~~Customer~~ License ~~String~~, you are ready to use Listware.		After you install Listware and set your License Key, you are ready to use Listware.
	Follow along with the steps below to perform a sample project with MatchUp for Listware.		Follow along with the steps below to perform a sample project with MatchUp for Listware.

Admin at 20:06, 15 September 2016

2016-09-15T20:06:15Z

Admin at 19:43, 15 September 2016

2016-09-15T19:43:21Z

← Older revision		Revision as of 19:43, 15 September 2016
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	[[File:LWE_MatchUp_ProcessingResults.png\|link=]]		[[File:LWE_MatchUp_ProcessingResults.png\|link=]]

	When you commit the changes, the Processing Complete window will open, ~~showing~~ your ~~credits used~~.		When you commit the changes, the Processing Complete window will open, letting you choose what you want to do with your data.

			[[File:LWE_MatchUp_Tutorial_ProcessingCompleteCopy.png\|link=]]

			Once you decide, your output data will be posted.

			[[File:LWE_MatchUp_PostingOutputData.png\|link=]]

			Following this, you'll see your credit usage.

	[[File:LWE_MatchUp_Tutorial_ProcessingComplete.png\|link=]]		[[File:LWE_MatchUp_Tutorial_ProcessingComplete.png\|link=]]

Admin at 23:40, 14 September 2016

2016-09-14T23:40:10Z

← Older revision		Revision as of 23:40, 14 September 2016
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	==Processing Complete==		==Processing Complete==
	Once processing is complete you can '~~Restart~~' or '~~Close~~' the ~~process~~.		Once processing is complete you can view the Processing Results. Choose '''Commit these Changes''' to continue.

			[[File:LWE_MatchUp_ProcessingResults.png\|link=]]

			When you commit the changes, the Processing Complete window will open, showing your credits used.


	[[File:LWE_MatchUp_Tutorial_ProcessingComplete.png\|link=]]		[[File:LWE_MatchUp_Tutorial_ProcessingComplete.png\|link=]]

			After this, you can 'Restart' or 'Close' the process.

	*Restart will run the process again.		*Restart will run the process again.

Admin at 18:57, 8 September 2016

2016-09-08T18:57:26Z

← Older revision		Revision as of 18:57, 8 September 2016
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	==Processing Complete==		==Processing Complete==
	Once processing is complete you can ~~'Map' the data points,~~ 'Restart', or 'Close' the process.		Once processing is complete you can 'Restart' or 'Close' the process.

	[[File:LWE_MatchUp_Tutorial_ProcessingComplete.png\|link=]]		[[File:LWE_MatchUp_Tutorial_ProcessingComplete.png\|link=]]

	*Map will map the data points on a web page.
	*Restart will run the process again.		*Restart will run the process again.
	*Close will close the side bar.		*Close will close the side bar.

Admin at 18:56, 23 August 2016

2016-08-23T18:56:46Z

← Older revision		Revision as of 18:56, 23 August 2016
Line 5:		Line 5:
	After you install Listware and set your Customer License String, you are ready to use Listware.		After you install Listware and set your Customer License String, you are ready to use Listware.
	Follow along with the steps below to perform a sample project with MatchUp for Listware.		Follow along with the steps below to perform a sample project with MatchUp for Listware.


	==Open a Spreadsheet==		==Open a Spreadsheet==
Line 18:		Line 19:


	==~~Configure Settings~~==		==Select Data==
	~~Select settings to configure which fields~~ you want the ~~MatchUp interface~~ to ~~prompt you for~~ data ~~entry~~.		Choose what data you want to use by click-dragging a box around it and clicking the 'Select Data to Process' button.

			[[File:LWE_MatchUp_Tutorial_SelectData.png\|link=]]

			Once your data has been selected, click 'next' to move on to the Options step.

	~~Unselected fields will be skipped over.~~

	~~You’re ready to start entering data. If you’ve configured MatchUp Settings to include other data types like Name or Company, there~~ will ~~be only a single edit box~~ to ~~enter your data~~.		==Choose Options==
			Choose if you will match records and which '''Matching Logic''' to use.

	~~When the focus is moved to the Address input~~, ~~you will~~ see ~~two edit boxes, one for the Primary Address, and another for Suite information, should MatchUp determine that the entered address has multiple delivery points~~.		For more information on Melissa Data Credits, please see [http://www.melissadata.com/dqt/credit-summary.htm Credit Costs].

			[[File:LWE_MatchUp_Tutorial_Options.png\|link=]]

	~~==Start Typing==~~		Click 'next' to continue on to the Input Columns step.
	~~Start typing in~~ the ~~MatchUp Address 1 field~~.

	~~[[File:LWE_MatchUp_Tutorial_Address.png\|link=]]~~

	~~When~~ you ~~start typing, as little as two characters may start~~ to ~~give you valid possibilities, as a dropdown list~~.		==Input Columns==
			Specify the input columns you want to process.

			For example, if your data has Company, Address, City, State, ZIP, and Phone, you should map these columns by selecting the column in the drop-down boxes next to its corresponding column.

	==~~Select Data~~==		[[File:LWE_MatchUp_Tutorial_InputColumns.png\|link=]]
	~~Select~~ the ~~desired~~ data.
			Once your input columns have been mapped, click 'next' to continue on to the Output Columns step.


			==Output Columns==
			Specify what data you want to output.

			[[File:LWE_MatchUp_Tutorial_OutputColumns.png\|link=]]

			Once your output data has been chosen, click 'next' to continue to the Reporting step.


			==Reporting==
			Specify if you want a report created and the contents of that report.

			When processing is completed, you have the option of having a new sheet created and inserted immediately following the processed sheet. This reporting sheet will contain statistics and settings summarizing the processing run.

			[[File:LWE_MatchUp_Tutorial_Reporting.png\|link=]]

			Once you choose what reports you want, click 'next' to continue to the Review Settings step.


			==Finalize Settings==
			Review and finalize your settings.

			If there are any warnings, they will be listed here. These will need to be resolved before you can process the data.

			[[File:LWE_MatchUp_Tutorial_Finalize.png\|link=]]

			Click 'Process!' to begin processing your file. A progress bar will be displayed.

			Note: It is strongly recommended that you refrain from editing your spreadsheet while Listware is processing.


			==Processing Complete==
			Once processing is complete you can 'Map' the data points, 'Restart', or 'Close' the process.

			[[File:LWE_MatchUp_Tutorial_ProcessingComplete.png\|link=]]

			*Map will map the data points on a web page.
			*Restart will run the process again.
			*Close will close the side bar.

	~~[[File:LWE_MatchUp_Tutorial_FilledOut.png\|link=]]~~

	~~When you’ve entered enough characters,~~ to ~~where the address you are looking for is present, select it. If your selection contains~~ a ~~Zip+4~~, ~~<Enter>, <Tab> or Keyboard Mouse selection~~ will ~~insert the record into~~ your ~~sheet and consume a credit~~.		==Review==
			If you chose to create a report in Reporting, you will have a Listware Reporting sheet you can navigate to in your excel book.

	~~If MatchUp determines that there are available Suites, it will return a drop down list of validated options. If an unavailable option is typed in, it will be saved, but not verified with the plus4~~.		[[File:LWE_MatchUp_Tutorial_Review.png\|link=]]

			Here you will see a detailed breakdown of your data and the cleansing process.

	~~==Credit Usage==~~
	~~When you have exhausted all your credits, MatchUp will no longer give suggested addresses, and will give you direct access to purchase more credits.~~

	~~[[File:LWE_MatchUp_Tutorial_NoCredit~~.~~png\|link=]]~~		==Save==
			When you are satisfied with your data, use the Excel menu to save your spreadsheet.


	[[Category:Listware for Excel]]		[[Category:Listware for Excel]]

Admin: Created page with "{{LWEMatchUpNav}} {{CustomTOC}} After you install Listware and set your Customer License String, you are ready to use Listware. Follow along with the steps below to perform ..."

2016-08-23T18:37:53Z

Created page with "{{LWEMatchUpNav}} {{CustomTOC}} After you install Listware and set your Customer License String, you are ready to use Listware. Follow along with the steps below to perform ..."

New page

{{LWEMatchUpNav}}

{{CustomTOC}}

After you install Listware and set your Customer License String, you are ready to use Listware.
Follow along with the steps below to perform a sample project with MatchUp for Listware.

==Open a Spreadsheet==
Open a spreadsheet containing your data in Excel.

==Select MatchUp==
Select the Listware Ribbon followed by the MatchUp button.

[[File:LWE_MatchUp_Tutorial_Select.png|link=]]

The MatchUp panel will open.

==Configure Settings==
Select settings to configure which fields you want the MatchUp interface to prompt you for data entry.

Unselected fields will be skipped over.

You’re ready to start entering data. If you’ve configured MatchUp Settings to include other data types like Name or Company, there will be only a single edit box to enter your data.

When the focus is moved to the Address input, you will see two edit boxes, one for the Primary Address, and another for Suite information, should MatchUp determine that the entered address has multiple delivery points.

==Start Typing==
Start typing in the MatchUp Address 1 field.

[[File:LWE_MatchUp_Tutorial_Address.png|link=]]

When you start typing, as little as two characters may start to give you valid possibilities, as a dropdown list.

==Select Data==
Select the desired data.

[[File:LWE_MatchUp_Tutorial_FilledOut.png|link=]]

When you’ve entered enough characters, to where the address you are looking for is present, select it. If your selection contains a Zip+4, <Enter>, <Tab> or Keyboard Mouse selection will insert the record into your sheet and consume a credit.

If MatchUp determines that there are available Suites, it will return a drop down list of validated options. If an unavailable option is typed in, it will be saved, but not verified with the plus4.

==Credit Usage==
When you have exhausted all your credits, MatchUp will no longer give suggested addresses, and will give you direct access to purchase more credits.

[[File:LWE_MatchUp_Tutorial_NoCredit.png|link=]]

[[Category:Listware for Excel]]

← Older revision		Revision as of 20:06, 15 September 2016
Line 69:		Line 69:

	If there are any warnings, they will be listed here. These will need to be resolved before you can process the data.		If there are any warnings, they will be listed here. These will need to be resolved before you can process the data.


	[[File:LWE_MatchUp_Tutorial_Finalize.png\|link=]]		[[File:LWE_MatchUp_Tutorial_Finalize.png\|link=]]


	Click 'Process!' to begin processing your file. A progress bar will be displayed.		Click 'Process!' to begin processing your file. A progress bar will be displayed.
Line 79:		Line 81:
	==Processing Complete==		==Processing Complete==
	Once processing is complete you can view the Processing Results. Choose '''Commit these Changes''' to continue.		Once processing is complete you can view the Processing Results. Choose '''Commit these Changes''' to continue.


	[[File:LWE_MatchUp_ProcessingResults.png\|link=]]		[[File:LWE_MatchUp_ProcessingResults.png\|link=]]


	When you commit the changes, the Processing Complete window will open, letting you choose what you want to do with your data.		When you commit the changes, the Processing Complete window will open, letting you choose what you want to do with your data.


	[[File:LWE_MatchUp_Tutorial_ProcessingCompleteCopy.png\|link=]]		[[File:LWE_MatchUp_Tutorial_ProcessingCompleteCopy.png\|link=]]


	Once you decide, your output data will be posted.		Once you decide, your output data will be posted.


	[[File:LWE_MatchUp_PostingOutputData.png\|link=]]		[[File:LWE_MatchUp_PostingOutputData.png\|link=]]


	Following this, you'll see your credit usage.		Following this, you'll see your credit usage.


	[[File:LWE_MatchUp_Tutorial_ProcessingComplete.png\|link=]]		[[File:LWE_MatchUp_Tutorial_ProcessingComplete.png\|link=]]


	After this, you can 'Restart' or 'Close' the process.		After this, you can 'Restart' or 'Close' the process.